Promising Stocks in Quantum Computing Sector
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Source: CNBC
- Quantum Computing Outlook: Bernstein's analyst team believes quantum computing will represent a significant step in computing, driving future technology profits through a tri-processor architecture (CPUs, GPUs, and QPUs), highlighting its strategic importance.
- Investment Opportunities: Rigetti Computing (RGTI) and Infleqtion (INFQ) are identified as having a more attractive risk-reward ratio, with current market share expectations of only 4% and 2% respectively, indicating substantial upside potential if they capture larger market opportunities.
- Rigetti's Growth Potential: Mizuho analysts noted that Rigetti has approximately $590 million in cash and equivalents, and its newly launched 9-qubit Novera QPU could drive technological advancements, with a price target of $33 implying nearly 60% upside from current levels.
- Infleqtion's Partnership Advantage: Infleqtion's collaboration with Nvidia is seen as a key validation of technology, with Citi and BTIG assigning price targets of $20 and $22 respectively, suggesting 37% and 51% upside potential, showcasing its dual advantages in quantum computing and artificial intelligence sectors.
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Analyst Views on INFQ
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About INFQ
Infleqtion, Inc. is engaged in quantum sensing and quantum computing by neutral-atom technology. The Company designs and builds quantum computers, precision sensors, and quantum software for governments, enterprises, and research institutions. Its commercial portfolio includes quantum computers as well as quantum Radio Frequency (QRF) systems, quantum clocks, and inertial navigation solutions. Its solutions include national security and resilience, space and frontier, energy and resource exploration, artificial intelligence (AI) and machine language (ML), life sciences and drug discovery, materials science and finance. Its Quantum computing is a fundamentally new computing paradigm that uses qubits of quantum mechanics to harness quantum superposition and entanglement for computational power. Contextual Machine Learning unlocks the full potential of AI with quantum. Tiqker Atomic Clock is a next-generation optical atomic clock for critical applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
U.S. Government Invests in Quantum Computing Firms
- Government Investment Context: The U.S. government announced up to $100 million in equity investments in quantum computing firms, including D-Wave Quantum and Rigetti Computing, marking an unconventional investment strategy aimed at enhancing national security and reducing reliance on foreign competitors during economic pressures.
- Rigetti's Development Challenges: Rigetti is set to receive $100 million for R&D, yet its superconducting quantum computing technology, while fast, significantly lags in accuracy compared to other techniques, leading to delays in its new system release and exclusion from DARPA's Quantum Benchmarking Initiative.
- D-Wave's Technological Edge: D-Wave Quantum will also receive $100 million to focus on its 100,000-qubit annealing system and 10,000-qubit gate-model system, excelling in optimization problem-solving, but still needs to advance in traditional gate-based quantum computing.
- Diverse Investment Analysis: The investments span various quantum computing technologies, including superconducting, annealing, and neutral-atom methods, indicating a broad government bet on competing technologies rather than validation of individual stocks, suggesting that both D-Wave and Rigetti remain highly speculative investment choices.
See More
Government Investments in Quantum Computing Amidst Technical Challenges
- Government Support: The U.S. government announced equity investments of up to $100 million each in Rigetti Computing and D-Wave Quantum to support their quantum computing technologies, marking a proactive governmental approach in the quantum sector, typically seen during economic distress.
- Significant Technical Challenges: Rigetti's superconducting quantum computing technology, while fast, achieved only 99.1% 2-qubit gate fidelity, falling short of the targeted 99.5%, leading to delays in the release of its new system, highlighting major accuracy issues facing the company.
- D-Wave's Progress: D-Wave Quantum will also receive $100 million to accelerate the development of its 100,000-qubit annealing system and 10,000-qubit gate-model system, showcasing its strength in optimization problems, yet it still needs breakthroughs in traditional gate-model quantum computing.
- Diverse Investment Landscape: The government's investments span various quantum computing technologies, including Rigetti's superconducting approach and D-Wave's dual-rail qubit architecture, indicating a broad bet on competing technologies rather than validation of individual stocks, suggesting a highly speculative market environment.
See More
Quantum Computing May Become Key Future Technology
- Optimistic Quantum Outlook: Bernstein analyst Mark Newman stated that quantum processors will work alongside CPUs and GPUs, indicating that quantum computing will play a crucial role in future computing systems, driving technological advancements.
- Market Opportunities Emerge: Stocks of Rigetti Computing and Infleqtion rose over 2% following Bernstein's optimistic forecast, reflecting market recognition of both companies' growth potential in the quantum computing sector.
- Funding Support and Tech Progress: Rigetti recently secured a non-binding agreement for up to $100 million in funding through the CHIPS Act, while its 108-qubit processor became widely available via Amazon's cloud services, enhancing its market competitiveness.
- International Expansion and Collaboration: Infleqtion quickly opened a quantum research and manufacturing center in Oxford, UK, after receiving $100 million in CHIPS Act funding, further solidifying its position within the rapidly growing quantum ecosystem.
See More
Promising Stocks in Quantum Computing Sector
- Quantum Computing Outlook: Bernstein's analyst team believes quantum computing will represent a significant step in computing, driving future technology profits through a tri-processor architecture (CPUs, GPUs, and QPUs), highlighting its strategic importance.
- Investment Opportunities: Rigetti Computing (RGTI) and Infleqtion (INFQ) are identified as having a more attractive risk-reward ratio, with current market share expectations of only 4% and 2% respectively, indicating substantial upside potential if they capture larger market opportunities.
- Rigetti's Growth Potential: Mizuho analysts noted that Rigetti has approximately $590 million in cash and equivalents, and its newly launched 9-qubit Novera QPU could drive technological advancements, with a price target of $33 implying nearly 60% upside from current levels.
- Infleqtion's Partnership Advantage: Infleqtion's collaboration with Nvidia is seen as a key validation of technology, with Citi and BTIG assigning price targets of $20 and $22 respectively, suggesting 37% and 51% upside potential, showcasing its dual advantages in quantum computing and artificial intelligence sectors.
See More
Infleqtion CTO Sells 120,000 Shares Amid Rising Stock Price
- Transaction Overview: On June 4, 2026, Infleqtion's CTO Pranav Gokhale sold 120,000 shares of common stock in a direct transaction valued at $2.1 million, retaining over 2.2 million shares post-sale, which are valued at approximately $37.61 million.
- Ownership Proportion Analysis: This sale accounted for 5.13% of Gokhale's direct common stock ownership, indicating his continued optimism about the company's future and suggesting he is not in a hurry to liquidate his remaining shares, reflecting confidence in long-term growth.
- Market Reaction and Context: Following the U.S. Department of Commerce's $100 million funding award to Infleqtion on May 21, the stock price rose to $19.87 just before Gokhale's sale, up from $14.25 at IPO, highlighting positive market sentiment regarding the company's prospects.
- Financial Status and Outlook: Despite a net loss of $30.3 million in Q1, Infleqtion holds $569 million in cash and equivalents, ensuring operational sustainability while ramping up sales, indicating significant long-term potential in the quantum computing sector.
See More
Infleqtion CTO Pranav Gokhale Sells Shares Amid Rising Stock Price
- Insider Stock Sale: Infleqtion's CTO Pranav Gokhale sold 120,000 shares on June 4, 2026, for approximately $2.13 million, indicating a strategy to lock in gains amid rising stock prices, while still holding over two million shares.
- Positive Market Reaction: This sale occurred after Infleqtion received $100 million in funding from the U.S. Department of Commerce, with the stock closing at $19.87 on June 2, up from $14.25 at IPO, reflecting market confidence in the company's quantum technology.
- Strong Financial Position: Despite reporting a net loss of $30.3 million in Q1, Infleqtion holds $569 million in cash and equivalents, ensuring ample funding for operations while ramping up sales.
- Optimistic Industry Outlook: Infleqtion focuses on the quantum computing sector, and although its technology is still in infancy, its strategic partnerships with enterprises and institutions position it as a key player in the rapidly evolving market, with potential for future commercialization breakthroughs.
See More
U.S. Government Invests in Quantum Computing Firms
- Government Investment Context: The U.S. government announced up to $100 million in equity investments in quantum computing firms, including D-Wave Quantum and Rigetti Computing, marking an unconventional investment strategy aimed at enhancing national security and reducing reliance on foreign competitors during economic pressures.
- Rigetti's Development Challenges: Rigetti is set to receive $100 million for R&D, yet its superconducting quantum computing technology, while fast, significantly lags in accuracy compared to other techniques, leading to delays in its new system release and exclusion from DARPA's Quantum Benchmarking Initiative.
- D-Wave's Technological Edge: D-Wave Quantum will also receive $100 million to focus on its 100,000-qubit annealing system and 10,000-qubit gate-model system, excelling in optimization problem-solving, but still needs to advance in traditional gate-based quantum computing.
- Diverse Investment Analysis: The investments span various quantum computing technologies, including superconducting, annealing, and neutral-atom methods, indicating a broad government bet on competing technologies rather than validation of individual stocks, suggesting that both D-Wave and Rigetti remain highly speculative investment choices.
See More
Government Investments in Quantum Computing Amidst Technical Challenges
- Government Support: The U.S. government announced equity investments of up to $100 million each in Rigetti Computing and D-Wave Quantum to support their quantum computing technologies, marking a proactive governmental approach in the quantum sector, typically seen during economic distress.
- Significant Technical Challenges: Rigetti's superconducting quantum computing technology, while fast, achieved only 99.1% 2-qubit gate fidelity, falling short of the targeted 99.5%, leading to delays in the release of its new system, highlighting major accuracy issues facing the company.
- D-Wave's Progress: D-Wave Quantum will also receive $100 million to accelerate the development of its 100,000-qubit annealing system and 10,000-qubit gate-model system, showcasing its strength in optimization problems, yet it still needs breakthroughs in traditional gate-model quantum computing.
- Diverse Investment Landscape: The government's investments span various quantum computing technologies, including Rigetti's superconducting approach and D-Wave's dual-rail qubit architecture, indicating a broad bet on competing technologies rather than validation of individual stocks, suggesting a highly speculative market environment.
See More
Quantum Computing May Become Key Future Technology
- Optimistic Quantum Outlook: Bernstein analyst Mark Newman stated that quantum processors will work alongside CPUs and GPUs, indicating that quantum computing will play a crucial role in future computing systems, driving technological advancements.
- Market Opportunities Emerge: Stocks of Rigetti Computing and Infleqtion rose over 2% following Bernstein's optimistic forecast, reflecting market recognition of both companies' growth potential in the quantum computing sector.
- Funding Support and Tech Progress: Rigetti recently secured a non-binding agreement for up to $100 million in funding through the CHIPS Act, while its 108-qubit processor became widely available via Amazon's cloud services, enhancing its market competitiveness.
- International Expansion and Collaboration: Infleqtion quickly opened a quantum research and manufacturing center in Oxford, UK, after receiving $100 million in CHIPS Act funding, further solidifying its position within the rapidly growing quantum ecosystem.
See More
Promising Stocks in Quantum Computing Sector
- Quantum Computing Outlook: Bernstein's analyst team believes quantum computing will represent a significant step in computing, driving future technology profits through a tri-processor architecture (CPUs, GPUs, and QPUs), highlighting its strategic importance.
- Investment Opportunities: Rigetti Computing (RGTI) and Infleqtion (INFQ) are identified as having a more attractive risk-reward ratio, with current market share expectations of only 4% and 2% respectively, indicating substantial upside potential if they capture larger market opportunities.
- Rigetti's Growth Potential: Mizuho analysts noted that Rigetti has approximately $590 million in cash and equivalents, and its newly launched 9-qubit Novera QPU could drive technological advancements, with a price target of $33 implying nearly 60% upside from current levels.
- Infleqtion's Partnership Advantage: Infleqtion's collaboration with Nvidia is seen as a key validation of technology, with Citi and BTIG assigning price targets of $20 and $22 respectively, suggesting 37% and 51% upside potential, showcasing its dual advantages in quantum computing and artificial intelligence sectors.
See More
Infleqtion CTO Sells 120,000 Shares Amid Rising Stock Price
- Transaction Overview: On June 4, 2026, Infleqtion's CTO Pranav Gokhale sold 120,000 shares of common stock in a direct transaction valued at $2.1 million, retaining over 2.2 million shares post-sale, which are valued at approximately $37.61 million.
- Ownership Proportion Analysis: This sale accounted for 5.13% of Gokhale's direct common stock ownership, indicating his continued optimism about the company's future and suggesting he is not in a hurry to liquidate his remaining shares, reflecting confidence in long-term growth.
- Market Reaction and Context: Following the U.S. Department of Commerce's $100 million funding award to Infleqtion on May 21, the stock price rose to $19.87 just before Gokhale's sale, up from $14.25 at IPO, highlighting positive market sentiment regarding the company's prospects.
- Financial Status and Outlook: Despite a net loss of $30.3 million in Q1, Infleqtion holds $569 million in cash and equivalents, ensuring operational sustainability while ramping up sales, indicating significant long-term potential in the quantum computing sector.
See More
Infleqtion CTO Pranav Gokhale Sells Shares Amid Rising Stock Price
- Insider Stock Sale: Infleqtion's CTO Pranav Gokhale sold 120,000 shares on June 4, 2026, for approximately $2.13 million, indicating a strategy to lock in gains amid rising stock prices, while still holding over two million shares.
- Positive Market Reaction: This sale occurred after Infleqtion received $100 million in funding from the U.S. Department of Commerce, with the stock closing at $19.87 on June 2, up from $14.25 at IPO, reflecting market confidence in the company's quantum technology.
- Strong Financial Position: Despite reporting a net loss of $30.3 million in Q1, Infleqtion holds $569 million in cash and equivalents, ensuring ample funding for operations while ramping up sales.
- Optimistic Industry Outlook: Infleqtion focuses on the quantum computing sector, and although its technology is still in infancy, its strategic partnerships with enterprises and institutions position it as a key player in the rapidly evolving market, with potential for future commercialization breakthroughs.
See More
